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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot doesn’t provide native data recovery options for merge operations. Once records are merged and data is overwritten with blanks, the original values are permanently lost unless you have external backups.
You’ll learn how to recover lost merge data using historical snapshots and automated restoration workflows that can selectively restore overwritten fields.
Recover merge data with historical snapshots using Coefficient
Coefficient provides comprehensive data recovery capabilities for merge-related data loss through systematic backup and restoration processes.
How to make it work
Step 1. Set up historical data snapshots.
Connect HubSpot to HubSpot through Coefficient and configure scheduled snapshots of your contact and company data. Set these to run daily or weekly to maintain recovery points for critical data. The snapshot feature captures complete field states at specific points in time, creating the backup foundation you need for merge recovery.
Step 2. Identify lost data through comparison analysis.
Import your current records alongside your pre-merge snapshots to identify fields that were overwritten with blanks. Use formulas like =IF(AND(B2<>“”,C2=””),”LOST: “&B2,”OK”) where column B is your snapshot data and column C is current data. This automatically flags fields that had values before the merge but are now blank.
Step 3. Build automated data restoration workflows.
Create spreadsheet logic to isolate lost values and prepare them for restoration. Use formulas like =IF(AND(ISBLANK(C2),NOT(ISBLANK(B2))),B2,””) to extract only the data that needs to be recovered. This creates a clean dataset of lost values that can be pushed back to HubSpot without affecting fields that weren’t impacted by the merge.
Step 4. Execute selective field recovery.
Use Coefficient’s UPDATE export functionality to restore only the specific fields that were incorrectly overwritten with blanks. Map your recovered data to the appropriate HubSpot fields and export using the UPDATE action. This preserves the benefits of the merge while recovering lost data, rather than reversing the entire merge operation.
Step 5. Create audit trails for recovery operations.
Document your recovery process by creating detailed reports comparing pre-merge, post-merge, and post-recovery data states. This provides complete visibility into merge-related data loss and recovery that HubSpot’s activity logs don’t capture, helping you improve future merge processes.
Turn data loss into data recovery
With systematic backup and restoration workflows, merge-related data loss becomes recoverable rather than permanent. These processes provide the data recovery capabilities that HubSpot’s native merge functionality cannot offer. Start building your data recovery system today.
